Close.io strikes the perfect balance between power and simplicity!
Rating: 8 out of 10
IncentivizedUse Cases and Deployment Scope
My team uses Close.io to manage our sales and BD pipelines. We're a small startup, so there's only two of us currently using it, but I can see how the value of the platform would scale with additional team members. It's clearly setup with leads, opportunities, and an inbox that is essentially one's action items for the day. Recently, Close.io added the ability to send email sequences, which we're leveraging now. Already seeing great value there as some leads don't respond until the 4th or later email.
Pros
- Email sequences. Create and send a sequence of emails until the sequence finishes or the contact replies to your email. You can also pause the sequence manually.
- Email sync. Syncs in real time with your email account, which is huge.
- Zapier integration. We've automated a lot of our pipeline management through the Zapier integration. This saves us soooo much time.
Cons
- I'd like it if I could customize the inbox so that only leads that meet my defined criteria show up on my to-do list. Instead, it's managed by Close and what they consider to be an action item.
- The interface could use a face lift :)
Likelihood to Recommend
Close.io is well suited for a sales organization who wants to track leads, make sure none slip through the cracks, move them into opportunities as discussions progress, and close new business. The simplicity of the platform is part of why it's powerful - it's full feature set can be easily understood and leveraged by even those without much training on the system. I'm not sure where Close.io would be less appropriate...